1. When do you expect to begin withdrawing money from your investment account(s)?
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1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7 Years
8 Years
9 Years
10+ Years
2. Once you begin withdrawing money from your investment accounts, how long do you expect withdrawals to last?
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1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7 Years
8 Years
9 Years
10+ Years
3. Does your current monthly income fall short, meet or exceed your monthly expenses?
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Fall Short - 1
Fall Short - 2
Fall Short - 3
Meet - 4
Meet - 5
Meet - 6
Meet - 7
Exceed - 8
Exceed - 9
Exceed - 10
4. Measuring your portfolio's ability to replace your income is a good indicator of financial security. What is your savings / investments to income ratio? (i.e. if savings / investments is $1,000,000 and your income is $100,000, your assets are 10 times your annual income.)
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> 1x
1.5x
2x
3x
5x
7x
10x
13x
16x
> 20x
5. Controlling your debt is a good indicator of financial preparedness. What is your solvency ratio (total savings / total debt)? Total savings include investable assets (cash, bonds, stocks, mutual funds, alternative investments, etc.) in taxable and retirement accounts
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<30%
30% - 40%
40% - 50%
50% - 60%
60% - 70%
70% - 85%
85% - 100%
100% - 125%
125% - 150%
150% +
6. Over the next five years, do you expect your income outside this portfolio to . . . ("Outside Income" is earnings not in connection with the portfolio, i.e. salary earnings, rental income, pension, social security, trust income, etc.)
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Decrease - 1
Decrease - 2
Decrease - 3
Remain Constant - 4
Remain Constant - 5
Remain Constant - 6
Remain Constant - 7
Increase - 8
Increase - 9
Increase - 10
7. Which of the following best describes your investment objectives?
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Conserve Principal - 1
Conserve Principal - 2
Conserve Principal - 3
Balance of Growth & Income - 4
Balance of Growth & Income - 5
Balance of Growth & Income - 6
Balance of Growth & Income - 7
Growth - 8
Growth - 9
Growth - 10
8. Which potential portfolio investments annual return scenario do you find most attractive?
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High 6% | Avg 3.0% | Low 0.0%
High 10% | Avg 3.5% | Low -2.0%
High 13% | Avg 4% | Low -4%
High 15% | Avg 5% | Low -5%
High 18% | Avg 6% | Low -7%
High 21% | Avg 7% | Low -10%
High 25% | Avg 8% | Low -12%
High 29% | Avg 9% | Low 15%
High 35% | Avg 10% | Low 20%
High 40% | Avg 11% | Low -25%
9. How would you describe your knowledge of the financial markets?
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Limited - 1
Limited - 2
Limited - 3
Moderate - 4
Moderate - 5
Moderate - 6
Moderate - 7
Extensive - 8
Extensive - 9
Extensive - 10
10. During the bear market that occurred in late 2007 to the spring of 2009, equities fell approximately 50%. During the worst of this unsettling period, did you…
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Sell - 1
Sell - 2
Hold - 3
Hold - 4
Hold - 5
Buy - 6
Buy - 7
Buy - 8
Buy for Long-Term - 9
Buy for Long-Term - 10
11. How much financial risk are you willing to take?
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Little - 1
Little - 2
Some - 3
Some - 4
Some - 5
Reasonable - 6
Reasonable - 7
Reasonable - 8
What is necessary - 9
What is necessary - 10
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